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Arax Advisory Partners’s Upbound Group UPBD Stock Holding History

Arax Advisory Partners’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$121K Buy
5,690
+5,635
+10,245% +$105K ﹤0.01% 2596
2026
Q1 		$3.79K Sell
55
-1,542
-97% -$30K ﹤0.01% 2916
2025
Q4 		$28.1K Sell
1,597
-1,196
-43% -$23.1K ﹤0.01% 1930
2025
Q3 		$66K Buy
2,793
+2,579
+1,205% +$63.7K ﹤0.01% 1710
2025
Q2 		$5.37K Buy
214
+177
+478% +$4.13K ﹤0.01% 2226
2025
Q1 		$887 Buy
37
+2
+6% +$55 ﹤0.01% 2343
2024
Q4 		$1.02K Buy
35
+15
+75% +$466 ﹤0.01% 2174
2024
Q3 		$640 Hold
20
– – ﹤0.01% 2364
2024
Q2 		$614 Buy
+20
New +$639 ﹤0.01% 2298

Other funds holding UPBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arax Advisory Partners's UPBD Position: Q2 2026 in Review

Arax Advisory Partners increased its Upbound Group (UPBD) stake by 10,245% in Q2 2026, buying an estimated $105K and bringing the position to 5,690 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #2596.

Arax Advisory Partners first reported a position in UPBD in Q2 2024 and has held it in 9 quarters since. 258 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Arax Advisory Partners held 5,690 shares of Upbound Group worth $121K as of Q2 2026.
  • Arax Advisory Partners bought 5,635 Upbound Group shares in Q2 2026, an estimated $105K.
  • Upbound Group made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2596 holding.
  • Arax Advisory Partners first reported a position in Upbound Group in Q2 2024 and has held it in 9 quarters since.
  • 258 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.